See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,625 | $138,065-58.3% | $123,544-53.4% | $135,375-57.4% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -17.06% | 153.68%-170.7pp | 119.20%-136.3pp | 519.73%-536.8pp |
| Employer contribution / active EE | $1,933 | $5,151-62.5% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $2,717 | $6,799-60.0% | $6,426-57.7% | $5,609-51.6% |
| Admin fee / account holder | $75 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |